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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,988 | $152,619-74.5% | $125,195-68.9% | $152,909-74.5% |
| Participation rate | 84.6% | 83.3%+1.3pp | 79.8%+4.8pp | 82.5%+2.2pp |
| Annual return | 18.38% | 54.85%-36.5pp | 43.79%-25.4pp | 345.46%-327.1pp |
| Employer contribution / active EE | $1,456 | $4,947-70.6% | $3,866-62.3% | $4,764-69.4% |
| Participant deferral / active EE | $2,170 | $5,869-63.0% | $4,937-56.1% | $5,851-62.9% |
| Admin fee / account holder | $3,472 | $13,437-74.2% | $9,704-64.2% | $11,601-70.1% |